FLIP FLOPS AND PEARLS FINANCIAL PLANNING

Overview

Flip Flops And Pearls Financial Planning is an independent, owner-operated RIA organized as a limited liability company that serves individual and family clients and small businesses. The firm combines financial planning with discretionary portfolio management and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded instruments. The adviser is not an active ESG investor and is not structured as a multi-state or pension consultant adviser. Portfolios appear to be equity-first in construction, relying heavily on exchange-traded equities for market exposure and liquidity while supplementing core equity holdings with mutual funds and annuities where appropriate. The firm uses Charles Schwab & Co., Inc. as its primary custodian, which shapes execution, product availability and reporting.

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Location & Offices